Lewis “Lew” N. Lester, Sr.
Chief Executive Officer
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Lewis N. (Lew) Lester, Sr. is the Chairman & CEO of CMS. Lew has been in the Securities Industry since 1987 and has extensive experience in Broker/Dealer Operations, Institutional and Retail Brokerage, Corporate Finance, Fund Management, Mergers and Acquisitions and Strategic Planning. Mr. Lester oversees the strategic direction of CMS, as well as the implementation, evaluation and supervision of all strategic development, day to day operations and personnel including Financial Analyst, Investment Bankers and Brokers, Legal and Compliance, Trading and Support staff.
Robert “Bob” Colvin
President and Chief Strategist
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Bob Colvin is directly responsible for managing client fixed income portfolios on a non-discretionary basis. He develops investment policies, formulates strategies, determines appropriate asset allocation and monitors client portfolios. Bob also serves as CMS’s Chief Strategist. He authored the Risk Analytics Interest Rate Risk Management Report and Balance Sheet Management software, one of the top A/L management tools available to Community Financial Institutions today. He created the “Index Powered® CD,” an equity-linked CD program for Community Financial Institutions. He created the “eTN®” an electronic transaction network for wholesale banking transactions and more recently created the Capital Market CD (CMCD), the first securitized CD program in America. Mr. Colvin has taught at the Madison Graduate School of Banking, provided training for bank examiners both nationally and at the state level and is a frequent industry speaker on balance sheet management issues for community banks.
William “Bill” Colvin, ESQ
General Counsel & CCO
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Bill Colvin serves as General Counsel for CU Capital Market Solutions. Since 2000, Bill has worked with community banks, together with state and federal regulatory agencies, in the development of innovative deposit products and delivery systems. Bill has a wide-range of experience in constructing in-house policies and procedures for banks and consulting companies; creating intellectual property strategies; and drafting various types of service agreements, disclosure statements, and third-party contracts relative to banking products and services. Bill has an extensive background in complex issues involving anti-money laundering procedures relative to remote deposit transactions; financial derivatives securitized by certificates of deposit; brokered/ non-brokered designations for wholesale deposit transaction systems; and accurate disclosures under the Truth in Savings Act applicable to market-linked certificates of deposit.
Bill received his juris doctorate degree from the University of Missouri – Kansas City in 1989, and is admitted to practice in Kansas, Missouri, and the United States Supreme Court.
Reade Fors, CFA
Senior Risk Analyst
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Reade Fors is a Senior Risk Analyst with CMS. Reade is responsible for coordinating, integrating and ensuring timely and accurate delivery of the firm’s risk reporting products. He coordinates and performs interest rate risk analysis as well as monthly portfolio reporting for clients and assists in client relationship management. Reade works closely with the client strategies group, providing research and analytical support for evaluating different strategic opportunities available to clients.
Reade has a Bachelor of Science in Management degree in Finance and a Master of Finance degree both from Tulane University’s A.B. Freeman School of Business. Reade is a CFA charterholder.
Accounting & Human Resources
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Lisa Morgan is the head of the Accounting and Human Resources for CMS. Over thirty years’ experience in all areas of accounting to include knowledge of defined contribution record keeping, payroll, accounts receivable, accounts payable, corporate financials and all ares of human resources. Her financial experience includes multiple areas of business for both C-Corp and S-Corp structures.
Mrs. Morgan has a Bachelor of Science in Business Administration/Accounting with a Minor in Psychology from Presbyterian College.
William “Bill” King
Loan Specialist & Funding
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Bill King coordinates the CMS Loan Desk, including USDA, SBA, Commercial, Consumer and Loan Participations. He works with credit union clients nationwide that are seeking Loans, Strategic Assets, Funding and Secondary Capital to help maximize earnings and facilitate growth. Bill brings over twenty years of investment and capital markets experience to CMS. Prior to CMS, Bill was a Managing Director at JPMorgan where he served financial institutions and high net worth clients.
Bill holds a Bachelor of Arts degree in Journalism from the University of South Carolina.
View Lynn's Bio
Lynn Brown assists CMS clients and members who seek funding, assets, capital and balance sheet management. She coordinates Clients with the appropriate CMS Specialist, according to the clients needs and financial strategies.
Lynn’s professional experience includes finance, non-profit and executive training industries. She was previously the Syndicate Coordinator and share allocator for all IPOs in the Atlanta offices of Morgan Keegan & Company, as well as the lead client liaison for the firm’s top producers and was first advisor to broker trainees. Lynn has also served as the Executive Director of the Georgia Chapter of ASID, managing all facets of the non-profit membership organization.
Lynn has a B.A. in Sociology from Agnes Scott College.
Capital Markets & Funding
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Daniel specializes in the areas of Funding, Strategic Assets, Loans and Secondary Capital to provide growth and maximized earnings to CMS clients and members. Funding Solutions includes term, overnight, member and non-member deposits. His knowledge of interest rate risk and asset/liability management complements the understanding of the integral relationship of liabilities and assets.
Daniel has Bachelor of Arts degree in Economics from the Culverhouse School of Business at the University of Alabama, and was also a member of the Alabama 2018 College Football National Championship Team.
Capital Markets & Funding
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Ward brings over twenty years of correspondent banking and investment banking experience to CMS. Prior to CMS, Ward was a Correspondent Banker at Wells Fargo, a Director at SunTrust Robinson Humphrey and a Director at Hovde Group where he served financial institution clients.
Ward holds a Bachelor of Arts degree in Economics from Wake Forest University.
Capital Markets & Funding
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Ryan Enright is directly responsible for implementing trading strategies with CMS clients. Ryan works with clients to make certain they have the necessary tools to manage their investment portfolios as well as educates his clients on relevant investment topics and regulatory changes.
Ryan has over fifteen years’ experience selling fixed-income securities. His experience includes wholesale and retail sales with MetLife Investors and QP Financial Services.
Ryan holds FINRA series 7, and 63 registrations.